• 2500500
  At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.
  Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

TO QUALIFY FOR THIS OPPORTUNITY, YOU POSSESS:

• Fundamental knowledge of investment concepts, practices, and procedures used in the wealth management or financial services industry;
• Knowledge of personal, corporate, trust, and estate tax preparation and planning;
• Proficient in Microsoft Office with a willingness and ability to learn new applications;
• Exercise critical thinking and analytics to identify and resolve diverse, complex and ambiguous issues in a timely and practical manner.
• The ability to work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
• Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills;
• Demonstrate a professional manner to establish and maintain effective working relationships through respect and authenticity at all levels of the organization;
• Collaborate with a diverse network of clients, prospects and business partners;
• Employ professional values including sound judgment, integrity, going the extra mile for clients, and being tenaciously driven to achieve results;
• Exercise tact and discretion in the handling of confidential information; and
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• Bilingualism in French and English is required.

EDUCATIONAL/PREVIOUS EXPERIENCE REQUIREMENTS

• Bachelor’s Degree in Business, Finance or related field, or an equivalent combination of experience and education; and
• Completion of the CICA In-Depth Tax Course or Masters in Taxation.

HOW DOES THE ROLE IMPACT THE ORGANIZATION?

Reporting to the Senior Manager, Tax Preparation Services, you will provide leadership and expertise in tax return preparation services while providing ongoing support to the Private Client and Trust Services divisions at RJL. The position offers the opportunity to become a key resource in one of Canada’s largest markets, joining an established team of tax professionals located in Vancouver and Montreal who work together to deliver exemplary tax preparation services across the country.
A critical objective for incumbents in this role is to enhance the client experience while supporting investment advisors and trust officers. The individual will provide tax preparation services and support tax planning services with a particular emphasis on broadening the dialogue with clients, and their overall value proposition, while assisting firm efforts to consolidate assets and increase revenues.